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Client Operations Manager Jobs in Georgia (NOW HIRING)

Vincent Financial Group

Be Seen First

Client Operations Specialist

Woodstock, GA · On-site

$55K - $70K/yr

Update client records in Swivel CRM throughout the onboarding lifecycle * Work with the Advising ... operations, or client service role within a wealth management firm, RIA, or broker-dealer * Hands ...

Apply Early

Vincent Financial Group

Be Seen First

Client Operations Specialist

Woodstock, GA · On-site

$55K - $70K/yr

Update client records in Swivel CRM throughout the onboarding lifecycle * Work with the Advising ... operations, or client service role within a wealth management firm, RIA, or broker-dealer * Hands ...

Apply Early

Vincent Financial Group

Be Seen First

Client Operations Specialist

Woodstock, GA · On-site

$55K - $70K/yr

Update client records in Swivel CRM throughout the onboarding lifecycle * Work with the Advising ... operations, or client service role within a wealth management firm, RIA, or broker-dealer * Hands ...

Apply Early

Barry's

Client Operations Lead

Atlanta, GA · On-site

... manager appropriately. * Deliver operational excellence in all studio processes * Ensure a clean ... Maintain client database and utilize information to increase client contact * Support and attend ...

Construction Execs

Operations Manager

Suwanee, GA · On-site

$120K - $160K/yr

Our Client is seeking a talented and motivated Operations Manager to join their rapidly growing team . The Company: Our client is a dynamic and innovative industrial construction company based in ...

Metz Culinary Management

Operations Manager

Cairo, GA · On-site

Metz Culinary Management is growing and we have openings for a Rock Star Hands on Operations ... Solid knowledge of Guest and Client Relations * Impeccable Communication Skills * Restaurant ...

Crabapple Careers!

Operations Manager

Alpharetta, GA · On-site

Operations Manager Full-Time | Metro Atlanta, GA Crabapple LandscapExperts is one of Atlanta's top ... Ability to identify sales opportunities that add value to client properties * Motor Vehicle Report ...

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Construction Execs

Operations Manager

Bremen, GA · On-site

$125K - $150K/yr

Committed to integrity, accountability, and service excellence, they have built lasting client ... About the Role Are you an experienced Operations Manager or Senior Project Manager looking for the ...

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Lunn Law LLC

Operations Manager

Fayetteville, GA · On-site

$90K - $120K/yr

Lunn Law LLC is a growing, client-centered law firm focused on family law, estate planning, and probate matters. We are seeking an experienced Operations Manager to work closely with the Owner and ...

OneSource Real Estate

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Operations Manager

Atlanta, GA · On-site

$55K - $70K/yr

Operations Manager (Hybrid) Company: OneSource Real Estate LLC Location: Hybrid - Woodstock, GA ... The ability to handle stressful situations, difficult tenant and owner client conversations, and ...

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All JobsClient Operations Manager JobsClient Operations Manager Jobs in Georgia

Client Operations Manager information

See Georgia salary details

$37.6K

$104.4K

$114.4K

How much do client operations manager jobs pay per year?

As of Jul 3, 2026, the average yearly pay for client operations manager in Georgia is $104,431.00, according to ZipRecruiter salary data. Most workers in this role earn between $113,100.00 and $113,100.00 per year, depending on experience, location, and employer.

What does a client operations manager do?

A client operations manager oversees the delivery of services to clients, ensuring their needs are met efficiently. They coordinate between departments, manage client accounts, and optimize processes to improve client satisfaction and retention, often using tools like CRM software. Strong communication, problem-solving skills, and industry knowledge are essential for success in this role.

How much do ops managers earn?

Operations managers typically earn a median annual salary ranging from $70,000 to $120,000, depending on industry, experience, and location. In some sectors or regions, salaries can be higher, especially for those with advanced certifications or managerial responsibilities.

What is the minimum salary of an operations manager?

The minimum salary for a Client Operations Manager varies by location and industry, but entry-level positions typically start around $50,000 to $60,000 annually. Factors such as experience, certifications, and company size can influence the starting salary for this role.

What is the highest salary for an operations manager?

The highest salaries for a Client Operations Manager can reach over $120,000 annually, especially in large corporations or industries like technology and finance. Senior-level managers with extensive experience, certifications, and leadership responsibilities may earn even higher compensation, including bonuses and stock options.

What are some common challenges faced by Client Operations Managers, and how can they be addressed?

Client Operations Managers often face the challenge of balancing client expectations with internal resource constraints. Managing multiple client accounts simultaneously requires strong organizational and communication skills to ensure each client receives timely support. Building effective relationships with both clients and internal teams is key to overcoming these challenges. Proactive communication, regular check-ins, and leveraging project management tools can help streamline processes and minimize misunderstandings.

What are the key skills and qualifications needed to thrive as a Client Operations Manager, and why are they important?

To thrive as a Client Operations Manager, you need strong organizational, project management, and client relationship skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM platforms, workflow management tools, and data analytics systems is typically required. Excellent communication, problem-solving abilities, and leadership are standout soft skills for effective team and client management. These skills and qualities are essential to ensure efficient service delivery, client satisfaction, and overall business success.
What are the most commonly searched types of Client Operations jobs in Georgia? The most popular types of Client Operations jobs in Georgia are:
What are popular job titles related to Client Operations Manager jobs in Georgia? For Client Operations Manager jobs in Georgia, the most frequently searched job titles are:
What job categories do people searching Client Operations Manager jobs in Georgia look for? The top searched job categories for Client Operations Manager jobs in Georgia are:
What cities in Georgia are hiring for Client Operations Manager jobs? Cities in Georgia with the most Client Operations Manager job openings:
Client Operations Manager jobs near you
Infographic showing various Client Operations Manager job openings in Georgia as of June 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 83% Physical, 3% Hybrid, and 14% Remote job distribution, with an average salary of $104,431 per year, or $50.2 per hour.

Client Operations Specialist

Vincent Financial Group

Woodstock, GA • On-site

$55K - $70K/yr

Full-time

PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Career Opportunity: Client Operations Specialist

A dedicated role for a process-driven professional with 2–5 years of experience.


Our Mission & Purpose

At Vincent Financial Group, we serve as a trusted resource for individuals and families nearing or in retirement. Based in Woodstock, GA, our firm specializes in professional retirement planning, tax strategies, and investment modeling. Our philosophy is "education-first"—we believe our clients make the best decisions when they fully understand the "why" behind every strategy. This commitment to clarity and excellence has led to us being voted the Best Financial Planner in Woodstock for three consecutive years (2023–2025).

Our founding partners, Aaron Vincent and Matthew Decker, are passionate educators. You may recognize them from our "RetireATL" media presence on WSB TV, WSB Radio (95.5), and 92.9 The Game, as well as appearances on CBS Sunday Mornings and 11Alive. We are dedicated to providing the community with the tools they need to optimize their financial future.

We operate with a sophisticated tech stack—utilizing Fidelity as our primary custodian, Orion for AUM management, and distribution partnerships with Advisors Excel and Impact Partnership Wealth. Our internal team thrives on the EOS (Entrepreneurial Operating System), valuing organization, accountability, and a proactive drive to solve problems for our clients.


Your Role in the Client Journey

As our Client Operations Specialist, you are the engine of our back-office execution. This is a client-centric role that requires a high degree of accuracy and a "get it right the first time" mentality. You will own the onboarding process, ensuring that every new client relationship is built on a foundation of operational excellence. Your work directly enables our advisors to help clients preserve their lifestyle by ensuring their accounts and products are handled with precision.


Key Responsibilities

  • Execute new account applications with precision via Orion and Fidelity Clearing & Custody Solutions.
  • Review and submit essential AUM documentation, including investment advisory agreements and rollover forms.
  • Facilitate fixed product business (annuities, life insurance) through the Impact Partnership portal, maintaining strict adherence to suitability and carrier standards.
  • Coordinate carrier contracting and submission tracking.
  • Maintain organized client files in Box following the firm's folder structure
  • Follow up with custodians, carriers, and transfer agents to resolve pending items and NIGO (Not In Good Order) issues
  • Update client records in Swivel CRM throughout the onboarding lifecycle
  • Work with the Advising and Planning Team to keep clients apprised of their onboarding status.
  • Ensure all account documentation meets compliance standards per firm policies


Professional Qualifications

  • 2–5 years of experience in a back-office, operations, or client service role within a wealth management firm, RIA, or broker-dealer
  • Hands-on experience with custodial platforms (Fidelity/Orion strongly preferred; Schwab or Pershing acceptable)
  • Familiarity with account opening workflows for investment advisory accounts (individual, joint, IRA, Roth IRA, trust, beneficiary)
  • Experience processing annuity or insurance applications through an IMO/FMO portal
  • Working knowledge of ACAT transfers, direct rollovers, and common NIGO resolution
  • Proficiency with CRM systems (Swivel, Salesforce, or Redtail preferred)
  • Strong organizational skills with the ability to manage multiple onboarding cases simultaneously
  • Excellent written and verbal communication for coordinating with advisors, custodians, and carriers
  • Proficiency in Microsoft Office Suite and comfort navigating cloud-based platforms


Preferred Experience

  • Experience specifically with Orion Advisor Technology
  • Prior experience in a firm serving retirees or pre-retirees with $1M+ investable assets


Why Join Vincent Financial Group?

  • Competitive salary with performance-based bonus opportunities
  • Paid time off and observed holidays
  • A collaborative, education-first culture where your work directly impacts client outcomes
  • Clear growth path within a firm recognized as the best in its market three years running
  • Modern tech stack with tools designed to make your work efficient and organized